Coppell Advisory Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

Coppell Advisory Solutions’s Portfolio AGM Stock Details AGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,802	Closed	-$96.7K	–	369
2024 Q4	$96.7K	Buy	1,802 +633	+54%	+$126K	0.01%	423
2024 Q3	$54.3K	Buy	+1,169	New	+$223K	0.01%	530
2023 Q4	–	Sell	-690	Closed	-$23.2K	–	1729
2023 Q3	$23.2K	Sell	690 -424	-38%	-$68.6K	0.01%	471
2023 Q2	$42.7K	Buy	+1,114	New	+$153K	0.01%	433
2023 Q1	–	Sell	-1,135	Closed	-$38.2K	–	224
2022 Q4	$38.2K	Buy	+1,135	New	+$131K	0.01%	405

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Coppell Advisory Solutions's AGM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Federal Agricultural Mortgage (AGM) in Q1 2025, closing a stake of 1,802 shares — an estimated $96.7K sold.

Coppell Advisory Solutions first reported a position in AGM in Q4 2022 and held it in 5 quarters. The position peaked at $96.7K in Q4 2024. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

Coppell Advisory Solutions reported no remaining Federal Agricultural Mortgage position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,802 Federal Agricultural Mortgage shares in Q1 2025, an estimated $96.7K.
Coppell Advisory Solutions first reported a position in Federal Agricultural Mortgage in Q4 2022 and held it in 5 quarters.
Coppell Advisory Solutions's Federal Agricultural Mortgage position peaked at $96.7K in Q4 2024.
247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.